Equity Research Analyst - Chicago, United States - CFA Institute

Description

The Kovitz Core Equity Team utilizes a bottom-up, fundamental, research-driven security selection process and patient decision making to construct a concentrated portfolio of holdings.

The analyst will work with senior investment team members to identify and research investment ideas in publicly listed U.S. companies across all market caps and sectors.

You will analyze industries and businesses through in-depth fundamental research and conduct financial analysis and modeling in order to estimate business values.

You will build investment cases, draft investment memos, and make recommendations to the team.

This is an opportunity to join a team-based business where one can bring meaningful contributions to the investment process and progress professionally within an established and growing wealth management firm.

The position is a hybrid work model, with offices based in Chicago and Deerfield, IL. Compensation is fixed base + discretionary bonus.

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